Asset Allocation

As of March 31, 2026.
Type % Net
Cash -7.90%
Stock 7.43%
Bond 106.6%
Convertible 0.00%
Preferred 0.20%
Other -6.31%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 105.3%    % Emerging Markets: 20.20%    % Unidentified Markets: -25.49%

Americas 102.6%
91.72%
Canada 1.25%
United States 90.47%
10.89%
Argentina 0.01%
Brazil 3.34%
Chile 0.76%
Colombia 2.05%
Mexico 1.06%
Peru 1.71%
Venezuela 0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.81%
United Kingdom 3.36%
5.60%
Austria 0.02%
Belgium 0.21%
Denmark 0.25%
Finland 0.03%
France 0.77%
Germany 0.25%
Greece 0.03%
Ireland 1.49%
Italy 0.45%
Netherlands 0.71%
Norway 0.06%
Spain 0.45%
Sweden 0.13%
Switzerland 0.26%
2.23%
Czech Republic 0.39%
Poland 0.85%
Russia 0.00%
Turkey 0.30%
3.63%
Egypt 0.28%
Israel 0.17%
Nigeria 0.06%
Qatar 0.09%
Saudi Arabia 0.30%
South Africa 2.29%
United Arab Emirates 0.15%
Greater Asia 8.07%
Japan 1.68%
0.51%
Australia 0.51%
0.77%
Hong Kong 0.15%
Singapore 0.08%
South Korea 0.40%
Taiwan 0.13%
5.10%
China 1.75%
India 0.16%
Indonesia 0.62%
Kazakhstan 0.11%
Malaysia 1.52%
Philippines 0.28%
Thailand 0.56%
Unidentified Region -25.49%

Bond Credit Quality Exposure

AAA 8.65%
AA 33.42%
A 7.51%
BBB 10.15%
BB 11.49%
B 3.33%
Below B 1.78%
    CCC 1.33%
    CC 0.28%
    C 0.11%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 2.53%
Not Available 21.15%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
4.55%
Materials
0.45%
Consumer Discretionary
0.46%
Financials
0.63%
Real Estate
3.01%
Sensitive
1.45%
Communication Services
0.24%
Energy
0.38%
Industrials
0.49%
Information Technology
0.33%
Defensive
0.45%
Consumer Staples
0.17%
Health Care
0.19%
Utilities
0.09%
Not Classified
0.05%
Non Classified Equity
0.05%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 51.37%
Corporate 20.35%
Securitized 24.87%
Municipal 0.40%
Other 3.01%
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Bond Maturity Exposure

Short Term
11.07%
Less than 1 Year
11.07%
Intermediate
37.66%
1 to 3 Years
9.63%
3 to 5 Years
11.31%
5 to 10 Years
16.72%
Long Term
48.97%
10 to 20 Years
13.12%
20 to 30 Years
22.37%
Over 30 Years
13.48%
Other
2.30%
As of March 31, 2026
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